Your Team

We recognize your needs and financial goals are unique. That is why we are proud to be part of a firm that believes in fostering an environment focused on doing what’s best for each client we serve. This focus underpins everything we strive to be at Perreira Wealth Advisory.

We provide an integrated approach, working with a network of independent tax and legal experts to manage all facets of our clients’ retirement and estate planning needs. Our team includes insurance and estate planning specialists, a senior financial planner, and investment strategists, through the extensive resources of Raymond James.

We pride ourselves on building long-term relationships with our clients and create customized plans based on independent advice to meet their individual investment goals. We know that different investors have different needs, so we never offer predetermined solutions. We make recommendations only after gaining an in-depth knowledge of your personal situation and with your best interests in mind.